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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,672 | $59,448+67.7% | $93,696+6.4% | $74,459+33.9% |
| Participation rate | 13.8% | 59.6%-45.8pp | 68.7%-54.9pp | 67.2%-53.4pp |
| Annual return | 12.37% | 82.11%-69.7pp | 133.74%-121.4pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $347 | $1,266-72.6% | $2,422-85.7% | $2,626-86.8% |
| Participant deferral / active EE | $1,315 | $3,052-56.9% | $4,417-70.2% | $4,350-69.8% |
| Admin fee / account holder | $1,116 | $3,027-63.1% | $8,287-86.5% | $1,945-42.6% |